Sr. Commercial Account Executive

JOB TITLE

Senior Commercial Account Executive

FLSA Exempt

Manage the Client Insurance Program, utilizing agency management system. Generally manages larger and more complex accounts than the Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and are not limited to:

• Acts as a main point of contact with the Producer
• Initiate correspondence with the marketplace
• Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program
• Maintain positive client relationship and have the ability to analyze situations, make proactive decisions and manage the follow‑through
• Demonstrate a strong consultative ability to instruct and direct the client
• Manage upcoming deadlines and events, informing and updating the Producer, as needed
• Manage Accounts Receivables
• Manage Direct Billing with respect to Cancellations
• Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
• Adhere to document retention software documentation guidelines
• Manage Perform Quality check and control on insurance policies in their entirety
• Where appropriate, make recommendations for additional products/services as well as expanding broker/consultant services to meet client needs

Function as a team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:

• Delegate and manage tasks given to the Account Manager, as well as outsourcing teams, as appropriate
• Ensure tasks from both Account Manager and outsourcing team are completed as directed
• Ensure Account Manager is performing all tasks as outlined in the MMA AM Job Description
• Provide direction and guidance to other members when appropriate
• Treat clients, prospects, and company employees with courtesy and respect
• Contribute to a team approach toward meeting goals and providing excellent client service
• Coordinate and monitor usage and quality of outsourcing teams
• Serve as a role model and mentor both Account Executives and Managers, supporting their training and development
• Build and maintain vendor relationships
• Negotiate with carriers on cost and program design
• Assist in plan recommendations for the client
• Coordinate, present and attend client meetings, including but not limited to:
  Schedule/Participate in Mid‑year and Renewal Meetings

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:

• Analyze insurance quotes and make recommendations
• Comprehend and interpret Insurance Contract requirements for Certificates
• Communicate with insurance carriers as needed
• Communicate with clients as needed
• Client‑facing meetings as required, either in‑house or off‑site
• Stay up to date on carrier plans and websites
• Become proficient using premium analysis software
• Utilize carrier online rating programs as necessary
• Maintain knowledge of policy forms and endorsements with the ability to explain detailed coverage provisions to the client and Account Manager
• Design insurance program for client based on defined needs
• Utilize agency management system to monitor pre‑defined activities (policies past expiration, aged A/R, SIC codes, etc.)
• Identify and address any coverage gaps with producer, carrier and client
• Become a subject‑matter expert and resource in areas of interest or technical capability

• Licensed:
  Texas P&C Agent
• Education:
  
  Bachelor’s Degree, preferred
• 5+ years of Account Executive experience required
• CIC & CRM, or CPCU preferred
• Demonstrated ability to meet and exceed objectives through effective delegation and account management
• Proficient at Word, Excel, and current internet technologies
• Ability to learn, analyze and comprehend commercial lines of insurance
• Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
• Demonstrate track record of interacting with,…